Who We Are

Every relationship we build reflects the experience, integrity, and dedication of our team. Take a closer look at the collective knowledge and expertise committed to your financial security. Our fee-only planners are committed to our client’s needs and priorities.

 

Meet Our Experts

Alaska
Chicago
Fresno
Moline
New Orleans

Read Bio

Alaska
Chicago
Fresno
Moline
New Orleans

Abney Fortino

Tax Analyst

Moline

Read Bio

Amy Tessmer, CPA

Chief Financial Officer

Certified Public Accountant

Iowa City
Moline

Read Bio

Iowa City
Moline

Andrew Sivertsen, CFP®, EA, CeFT®

Sr. Financial Planner

Certified Financial Planner™

Chicago

Read Bio

Chicago

Andy Baxley, CFP®, CIMA®, CeFT®

Sr. Financial Planner

Certified Financial Planner™

Chicago

Read Bio

Chicago

Aristotle Makris, CPA, CFP™

Tax Advisor

Certified Financial Planner™

Alaska
Fresno
Iowa City
Minneapolis
Moline
New Orleans

Read Bio

Alaska
Fresno
Iowa City
Minneapolis
Moline
New Orleans

Blake Murphy

Client Services Associate

Moline

Read Bio

Brett J Lee, JD, MBA, CSCP

Compliance Manager

JD, MBA, CSCP

Alaska
Fresno
Moline
New Orleans

Read Bio

Alaska
Fresno
Moline
New Orleans

Caleb Arringdale, EA

Tax Advisor

Chicago

Read Bio

Chicago

Christina Lee

Client Services Specialist

Iowa City
Moline

Read Bio

Iowa City
Moline

Emily Huskey

Client Services Associate

Iowa City
Moline

Read Bio

Iowa City
Moline

Eric Kies, CFP®

CEO/CCO/Sr. FP

Certified Financial Planner™

New Orleans

Read Bio

New Orleans

H. Jude Boudreaux, CFP®

Sr. Financial Planner

Certified Financial Planner™

Fresno
Minneapolis

Read Bio

Fresno
Minneapolis

JJ Sessions, CFP®

Sr. Financial Planner

Certified Financial Planner™

Alaska
Fresno
Minneapolis
New Orleans

Read Bio

Alaska
Fresno
Minneapolis
New Orleans

Kelsi Winkelman, FPQP™

Financial Planning Specialist

Moline

Read Bio

Kevin Olson, CFP™

Trade Desk Associate

Certified Financial Planner™

Moline

Read Bio

Latrenda Dixon

Sr. Accountant

Iowa City
Moline

Read Bio

Iowa City
Moline

Lena Surdez, FPQP™

Financial Planning Specialist

Alaska
Chicago
Fresno
Iowa City
Minneapolis
New Orleans

Read Bio

Alaska
Chicago
Fresno
Iowa City
Minneapolis
New Orleans

Marisa Hardwick

Client Services Associate

Chicago
Iowa City
Moline

Read Bio

Chicago
Iowa City
Moline

Marissa Feehan

Client Services Specialist

Moline

Read Bio

Matt Knoll, CFP®

Sr. Financial Planner

Certified Financial Planner™

Moline

Read Bio

Matt Mercer

Chief Operating Officer

Moline

Read Bio

Matthew Sivertsen, CFP®, CeFT®

Sr. Financial Planner

Certified Financial Planner™

Alaska
Minneapolis

Read Bio

Alaska
Minneapolis

Michael Branham, CFP®

Sr. Financial Planner

Certified Financial Planner™

Chicago

Read Bio

Chicago

Michelle Maton, CFP®, EA, CeFT®

Sr. Financial Planner

Certified Financial Planner™

Alaska
Fresno
Moline
New Orleans

Read Bio

Alaska
Fresno
Moline
New Orleans

Rob Baner, CPA

Tax Advisor

Certified Public Accountant

Chicago

Read Bio

Chicago

Wm. Marty Martin, PsyD

Psychologist